IWP
FISV

IAG Wealth Partners’s Fiserv Inc FISV Stock Holding History

IAG Wealth Partners’s Portfolio FISV Stock Details FISV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$43.9K Buy
896
+290
+48% +$16.2K ﹤0.01% 228
2026
Q1 		$33.8K Hold
606
– – ﹤0.01% 248
2025
Q4 		$40.7K Buy
606
+275
+83% +$23K ﹤0.01% 230
2025
Q3 		$42.7K Hold
331
– – 0.01% 229
2025
Q2 		$57.1K Hold
331
– – 0.01% 191
2025
Q1 		$73.1K Hold
331
– – 0.01% 168
2024
Q4 		$68K Buy
331
+26
+9% +$5.31K 0.01% 174
2024
Q3 		$54.8K Sell
305
-23
-7% -$3.79K 0.01% 178
2024
Q2 		$48.9K Buy
328
+23
+8% +$3.48K 0.01% 178
2024
Q1 		$48.7K Hold
305
– – 0.01% 168
2023
Q4 		$40.5K Hold
305
– – 0.01% 174
2023
Q3 		$34.5K Hold
305
– – 0.01% 174
2023
Q2 		$38.5K Hold
305
– – 0.01% 177
2023
Q1 		$34.5K Sell
305
-100
-25% -$11K 0.01% 170
2022
Q4 		$40.9K Sell
405
-129
-24% -$12.8K 0.01% 156
2022
Q3 		$50K Buy
534
+129
+32% +$13.1K 0.02% 126
2022
Q2 		$36K Hold
405
– – 0.01% 155
2022
Q1 		$41K Hold
405
– – 0.01% 158
2021
Q4 		$42K Hold
405
– – 0.01% 151
2021
Q3 		$44K Hold
405
– – 0.02% 130
2021
Q2 		$44K Hold
405
– – 0.02% 127
2021
Q1 		$49K Hold
405
– – 0.02% 114
2020
Q4 		$47K Hold
405
– – 0.02% 113
2020
Q3 		$42K Hold
405
– – 0.02% 111
2020
Q2 		$40K Buy
405
+100
+33% +$10.1K 0.02% 115
2020
Q1 		$29K Hold
305
– – 0.02% 123
2019
Q4 		$36K Buy
+305
New +$33.7K 0.02% 129

Other funds holding FISV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

IAG Wealth Partners's FISV Position: Q2 2026 in Review

IAG Wealth Partners increased its Fiserv Inc (FISV) stake by 48% in Q2 2026, buying an estimated $16.2K and bringing the position to 896 shares worth $43.9K. The position accounts for ﹤0.01% of the portfolio, ranked #228.

IAG Wealth Partners first reported a position in FISV in Q4 2019 and has held it in 27 quarters since. The position peaked at $73.1K in Q1 2025. 788 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • IAG Wealth Partners held 896 shares of Fiserv Inc worth $43.9K as of Q2 2026.
  • IAG Wealth Partners bought 290 Fiserv Inc shares in Q2 2026, an estimated $16.2K.
  • Fiserv Inc made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #228 holding.
  • IAG Wealth Partners first reported a position in Fiserv Inc in Q4 2019 and has held it in 27 quarters since.
  • IAG Wealth Partners's Fiserv Inc position peaked at $73.1K in Q1 2025.
  • 788 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.